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Appointments

The CM allows you to make appointments within the system to help you keep track of your schedule. Schedule a meeting, a presentation, a follow-up phone call, etc. Make sure to complete the required information, including the account the appointment is associated with. You can also assign that appointment to a PinPoint user. Use the search bars below to filter your appointments by type, day, etc.

Begin by clicking Contact Management in the user menu on the left side of PinPoint, then click Appointments.

Add Appointment

  1. Click the Add Appointment button.
  2. Enter a Title for the appointment.
  3. Select the Account you want the appointment assigned to.
  4. Fill in any other information needed for the appointment, then click Save.

Schedule Appointment

  1. Under the Action column, click the Schedule Appointment button next to the appointment.
  2. Click Yes to confirm.

Add Notes

  1. Under the Action column, click the Notes button next to the appointment.
  2. Enter your message, then click Save.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

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Cloud Based 

Self Hosted

Channel Partners

Customer Portal